Retirement plan advisors
who speak your language
Sponsoring a retirement plan of any size is a big responsibility. At Capital Research + Consulting, we understand that you’re busy and you’re not in the business of retirement plans. You need an advisor to handle the red tape for you and keep you fully informed about what’s really important.
For you...
Our disciplined, full-service approach brings time savings, cost
control, and greater understanding
- Compliance and fiduciary consulting
- Investment consulting
- Benchmarking and cost negotiation
- Unique early warning system for problem funds
For your participants...
Better outcomes and a brighter future.
- Proactive education
- Responsive support
- Better investment options
Fiduciary
As a fiduciary, we stand beside you and act as your advocate.
Independent
We’re completely independent, so you get unbiased advice.
Experienced
We’ve been helping keep clients worry-free since 1991.
Why Choose Capital Research + Consulting?
Our retirement plan experts stay on top of this rapidly-changing industry so you don’t have to.
Proactive
In today’s litigious environment, you can’t afford to sit back. We proactively ensure your plan’s conformance with regulations and best practices. Our proprietary fund reporting also helps identify problems before they cause damage.
Preventative
At CRC, we prioritize liability prevention. We’ll make sure your plan is compliant and fully document all decisions as we go. We’ll keep a watchful eye on fees to help ensure your participants get the most value.
Personal
You’re busy, so we do everything we can to keep the process easy for you. This includes frequent meetings, unlimited support and executive-style reporting that is easy to understand.
Capital Insights
Curbing the 401(k) Withdrawal Crisis: How Plan Sponsors Can Help
A survey revealed that 40% of Americans opt for early 401(k) withdrawals. Shockingly, less than a third repay the funds. What can plan sponsors do to help?
401(k) Plan Sponsors: Is It Time to Change Retirement Plan Advisors?
Retirement plan advisors can help you navigate the complexities of plan administration. But how do you know when the time is right to switch providers?
Retirement Plan Administration Lessons from Recent ERISA Lawsuits
Ideally, we learn from the experiences of others. If you’re a retirement plan sponsor, you’ll want to note some recent cautionary lessons.
